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22:52
May 04
TheValueist Founder, Atlas Peak Research
Long beneficiaries of CPO adoption including Broadcom, Marvell, TSMC, ASE, Amkor, BESI, ASMPT, Coherent, and Lumentum, as advanced packaging and optical integration become strategic.
0522
MED
13:32
Apr 30
TheValueist Founder, Atlas Peak Research
Long ASMPT (0522) on expanding advanced packaging equipment TAM.
0522
MED
01:29
Apr 23
TheValueist Disc L/S | TMT+Energy. Creator: CRAVE Thesis of GAI
Long OSAT and test equipment companies as external tightness in assembly, test, and back-end semiconductor capacity creates a positive near-term environment for these outsourced providers.
0522 1ST
MED

About 0522 Analyst Coverage

Buzzberg tracks 0522 (ASMPT) across 1 sources. 2 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (67%). 3 total trade ideas tracked.